This worksheet-based kit helps small business owners identify where AI is already showing up in day-to-day work and sort confidential from merely sensitive information.

Write rules your team can actually follow, and pressure-test those rules against real client scenarios.

You also get a simple way to explain the policy so decisions become faster, safer, and less stressful.

Built for practical use, this kit turns guesswork into a repeatable framework, customized for your team, that can be implemented for immediate action.

Inside you’ll find:

AI Exposure Tracker

Confidentiality Worksheet

Rollout Script

Team Rules Kit

Under Pressure Worksheet